See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,319 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $55,824 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,388 | $89,436-37.0% | $164,813-65.8% | $77,643-27.4% |
| Participation rate | 93.8% | 78.6%+15.2pp | 78.6%+15.2pp | 70.6%+23.3pp |
| Annual return | 15.57% | 28.83%-13.3pp | 69.93%-54.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $938 | $2,569-63.5% | $4,341-78.4% | $2,726-65.6% |
| Participant deferral / active EE | $5,856 | $4,897+19.6% | $6,031-2.9% | $4,647+26.0% |
| Admin fee / account holder | $167 | $339-50.7% | $12,690-98.7% | $430-61.1% |